Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
990 • Fiscal year 2024 • EIN 16-1550492
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
Liabilities / Revenue
47th percentile
Higher debt load relative to revenue than 47% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
16th percentile
Higher top officer pay than 16% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Assets
Up$8,984,166
Up $317,122 (+3.7%) from 2023
Net Assets
Up$8,853,814
Up $225,913 (+2.6%) from 2023
Liabilities
Up$130,352
Up $91,209 (+233%) from 2023
Revenue
Up$765,750
Up $338,341 (+79%) from 2023
Expenses
Up$980,757
Up $20,940 (+2.2%) from 2023
Net Income
Up-$215,007
Up $317,401 (+60%) from 2023
To provide supplemental health benefits to participating union iron workers.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $8,627,901 | $8,853,814 | ▲ $225,913 |
| Investments in Publicly Traded Securities | $8,339,356 | $8,584,143 | ▲ $244,787 |
| Savings and Temporary Cash Investments | $139,499 | $203,702 | ▲ $64,203 |
| Cash and Non-Interest-Bearing Accounts | $109,154 | $98,909 | ▼ $10,245 |
| Accounts Receivable | $61,839 | $78,623 | ▲ $16,784 |
| Land, Buildings, and Equipment, Net | $2,094 | $778 | ▼ $1,316 |
| Total Assets | $8,667,044 | $8,984,166 | ▲ $317,122 |
| Other Assets Total | $15,102 | $18,011 | ▲ $2,909 |
| Liabilities | |||
| Other Liabilities | $33,583 | $122,588 | ▲ $89,005 |
| Accounts Payable and Accrued Expenses | $5,560 | $7,764 | ▲ $2,204 |
| Total Liabilities | $39,143 | $130,352 | ▲ $91,209 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $8,627,901 | $8,853,814 | ▲ $225,913 |
| Total Liabilities and Net Assets / Fund Balance | $8,667,044 | $8,984,166 | ▲ $317,122 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $778 | $29,322 | $30,100 |
| Name | Title |
|---|---|
| Laurie Good | Admin. Manag |
| Robert Cole | Labor Truste |
| Scott Brydges | Labor Truste |
| Tim Starwald | Labor Truste |
| Hl Stephenson | Management T |
| Kelly Gilligan | Management T |
| Tom Dickey | Management T |
| Line Item | Amount |
|---|---|
| Other Expenses | $246,643 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $734,114 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $37,163 |
| Fees for Services Accounting | - | - | - | $29,777 |
| Fees for Services Legal | - | - | - | $16,872 |
| Office Expenses | - | - | - | $8,740 |
| Insurance | - | - | - | $3,885 |
| Other Expenses | - | - | - | $1,973 |
| Information Technology | - | - | - | $1,400 |
| Depreciation Depletion | - | - | - | $1,316 |
| Total Functional Expenses | $0 | $0 | $0 | $980,757 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Affiliated Fund | $118,892 |
| Due to Broker | $3,696 |
“H.l. Stephenson 8 king road churchville, ny 14428 tim starwald 650 humboldt st. Rochester, ny 14624 kelly gilligan 7819 state routes 5 & 20 bloomfield, ny 14469 robert cole 10 main street, suite 100 whitesboro, ny 13492 scott brydges 412 39th street niagara falls, ny 14303 tom dickey 5285 upper mt. Road lockport, ny 14094”
“Form 990 is cirulated to all board of trustees via e-mail. Confirmation of approval is received prior to filing the form.”
“The plan regularly and consistently monitors and enforces compliance with the conflict of interest policy by requesting that an annual acknowledgement form be signed and submitted by each trustee. If any potential conflicts are disclosed, the trustees will determine whether further facts and follow-up questions are necessary to determine if a conflict of interest exists. In addition, on an annual basis, management reminds each individual who is subject to the policy of the need to avoid any business conflicts with the plan and to divulge immediately any matter which may give rise to a conflict.”
“The board of trustees reviewed and approved the compensation package for the administrative manager and support staff. An affiliated fund pays the full salary and benefits for the administrative manger and support staff, with such compensation allocated to affiliated entities, including this fund, under a cost sharing agreement.”
“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”
“The administrative manager receives compensation and benefits from an unrelated benefit fund. Such expense is allocated in part to this fund under a cost sharing agreement.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress. Plan management believes that the plan is no longer subject to income tax examination for years prior to june 30, 2021.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5560 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 7764 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 61839 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 78623 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO PARTICIPATING UNION IRON WORKERS. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 734114 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | LAURIE GOOD |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5854243510 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3445 WINTON PLACE SUITE 238 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14623 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 109154 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 98909 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 734114 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 327877 |
| IRS990/CYOtherExpensesAmt | 0 | 246643 |
| IRS990/CYOtherRevenueAmt | 0 | 924 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 436949 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -215007 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 980757 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 765750 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1316 |
| IRS990/Desc | 0 | THE SUPPLEMENTAL FUND PROVIDED HEALTH AND SUPPLEMENTAL INCOME BENEFITS FOR ELIGIBLE PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 29777 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 16872 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 37163 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | SCOTT BRYDGES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT COLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TOM DICKEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KELLY GILLIGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | TIM STARWALD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | HL STEPHENSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | LAURIE GOOD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ADMIN. MANAG |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1998 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 141389 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6610717 |
| IRS990/GrossReceiptsAmt | 0 | 7235078 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 1400 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3885 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 186488 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 186488 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8339356 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 8584143 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 29322 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2094 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 778 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 30100 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 6469328 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO PARTICIPATING UNION IRON WORKERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 8627901 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 8853814 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 141389 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 141389 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 440920 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8740 |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 15102 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 18011 |
| IRS990/OtherExpensesGrp/Desc | 0 | SHARED ADMIN EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | ACA FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 145517 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1973 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 33583 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 122588 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | SUNDRY REVENUE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 924 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 924 |
| IRS990/OtherRevenueTotalAmt | 0 | 924 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | LAURIE GOOD |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTION |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 436949 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 436949 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 745448 |
| IRS990/PYInvestmentIncomeAmt | 0 | -47634 |
| IRS990/PYOtherExpensesAmt | 0 | 214369 |
| IRS990/PYOtherRevenueAmt | 0 | 1644 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 473399 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -532408 |
| IRS990/PYTotalExpensesAmt | 0 | 959817 |
| IRS990/PYTotalRevenueAmt | 0 | 427409 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -215007 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 8627901 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 8853814 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 139499 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 203702 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 778 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 29322 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 30100 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 118892 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 3696 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO AFFILIATED FUND |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | DUE TO BROKER |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO JUNE 30, 2021. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 778 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 122588 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | H.L. STEPHENSON 8 KING ROAD CHURCHVILLE, NY 14428 TIM STARWALD 650 HUMBOLDT ST. ROCHESTER, NY 14624 KELLY GILLIGAN 7819 STATE ROUTES 5 & 20 BLOOMFIELD, NY 14469 ROBERT COLE 10 MAIN STREET, SUITE 100 WHITESBORO, NY 13492 SCOTT BRYDGES 412 39TH STREET NIAGARA FALLS, NY 14303 TOM DICKEY 5285 UPPER MT. ROAD LOCKPORT, NY 14094 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FORM 990 IS CIRULATED TO ALL BOARD OF TRUSTEES VIA E-MAIL. CONFIRMATION OF APPROVAL IS RECEIVED PRIOR TO FILING THE FORM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUESTING THAT AN ANNUAL ACKNOWLEDGEMENT FORM BE SIGNED AND SUBMITTED BY EACH TRUSTEE. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, THE TRUSTEES WILL DETERMINE WHETHER FURTHER FACTS AND FOLLOW-UP QUESTIONS ARE NECESSARY TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IN ADDITION, ON AN ANNUAL BASIS, MANAGEMENT REMINDS EACH INDIVIDUAL WHO IS SUBJECT TO THE POLICY OF THE NEED TO AVOID ANY BUSINESS CONFLICTS WITH THE PLAN AND TO DIVULGE IMMEDIATELY ANY MATTER WHICH MAY GIVE RISE TO A CONFLICT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION PACKAGE FOR THE ADMINISTRATIVE MANAGER AND SUPPORT STAFF. AN AFFILIATED FUND PAYS THE FULL SALARY AND BENEFITS FOR THE ADMINISTRATIVE MANGER AND SUPPORT STAFF, WITH SUCH COMPENSATION ALLOCATED TO AFFILIATED ENTITIES, INCLUDING THIS FUND, UNDER A COST SHARING AGREEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ADMINISTRATIVE MANAGER RECEIVES COMPENSATION AND BENEFITS FROM AN UNRELATED BENEFIT FUND. SUCH EXPENSE IS ALLOCATED IN PART TO THIS FUND UNDER A COST SHARING AGREEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VII |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 8667044 |
| IRS990/TotalAssetsEOYAmt | 0 | 8984166 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 8667044 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 8984166 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 980757 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 39143 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 130352 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 39143 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 130352 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 8627901 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 8853814 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 436949 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 186488 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 579262 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 765750 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 8667044 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 8984166 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 3445 WINTON PLACE SUITE 238 |
| IRS990/USAddress/CityNm | 0 | ROCHESTER |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 14623 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | WWW.IRONWORKERSDCWNY.COM |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAURIE GOOD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ADMIN. MANAGER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5854243510 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-02-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IRON WORKERS DISTRICT COUNCIL OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | WESTERN NEW YORK & VICINITY SUPPL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IRON |
| ReturnHeader/Filer/EIN | 0 | 161550492 |
| ReturnHeader/Filer/PhoneNum | 0 | 5854243510 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3445 WINTON PLACE SUITE 238 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14623 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471793720 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ARCARA LENDA EUSANIO & STACEY CPA'S PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5214 MAIN ST STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WILLIAMSVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14221 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7166342722 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-02-26 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID ARCARA CPA |
| ReturnHeader/ReturnTs | 0 | 2025-02-28T11:25:51-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.